.sbi_lb-loader span{--wpr-bg-d8ccf951-49ad-423c-8e71-e912193f3e23: url('https://towerpointwealth.com/wp-content/plugins/instagram-feed/img/sbi-sprite.png');}.sbi_lb-nav span{--wpr-bg-aedc6035-3398-4677-a517-ea5163cf9c12: url('https://towerpointwealth.com/wp-content/plugins/instagram-feed/img/sbi-sprite.png');}.ctct-form-wrapper input[type=text]:required.ctct-invalid,.ctct-form-wrapper input[type=text].ctct-invalid,.ctct-form-wrapper input[type=email]:required.ctct-invalid,.ctct-form-wrapper input[type=email].ctct-invalid,.ctct-form-wrapper input[type=password]:required.ctct-invalid,.ctct-form-wrapper input[type=password].ctct-invalid,.ctct-form-wrapper input[type=tel]:required.ctct-invalid,.ctct-form-wrapper input[type=tel].ctct-invalid,.ctct-form-wrapper input[type=number]:required.ctct-invalid,.ctct-form-wrapper input[type=number].ctct-invalid{--wpr-bg-7fa92396-a3f1-4e43-ada9-6c2027587b91: url('https://towerpointwealth.com/wp-content/plugins/constant-contact-forms/assets/images/error.svg');}.ctct-form-wrapper input.ctct-invalid{--wpr-bg-c60a5a23-a053-44d8-8d93-1c569ba42a1b: url('https://towerpointwealth.com/wp-content/plugins/constant-contact-forms/assets/images/error.svg');}.ctct-form-wrapper input[type=text]:required:valid,.ctct-form-wrapper input[type=email]:required:valid,.ctct-form-wrapper input[type=password]:required:valid,.ctct-form-wrapper input[type=tel]:required:valid,.ctct-form-wrapper input[type=number]:required:valid{--wpr-bg-b4e68a7c-fca7-45b8-8884-855105f3d9bc: url('https://towerpointwealth.com/wp-content/plugins/constant-contact-forms/assets/images/check_circle.svg');}.ctct-form-wrapper .no-recaptcha .ctct-submitted:disabled{--wpr-bg-477f60fd-352b-4de5-ad47-b2c941f77f7a: url('https://towerpointwealth.com/wp-content/plugins/constant-contact-forms/assets/images/oval.min.svg');}.ur-front-spinner{--wpr-bg-3e8c6b7f-0022-4b56-a3d6-8774565aba03: url('https://towerpointwealth.com/wp-content/plugins/user-registration-pro/assets/images/wpspin_light-2x.gif');}.user-registration-Button .ur-spinner::before,.ur-submit-button .ur-spinner::before{--wpr-bg-e6dd06d5-0ed7-4a11-b506-72a8ae4e1768: url('https://towerpointwealth.com/wp-content/plugins/user-registration-pro/assets/images/icons/loader.svg');}.block-editor-page .ur-shortcode-form-embed-theme .ur-shortcode-form-embed-theme-tooltips-red-arrow{--wpr-bg-c5a7f2d4-e7e9-49a1-ab19-0404438f3402: url('https://towerpointwealth.com/wp-content/plugins/user-registration-pro/assets/images/icons/red-arrow.svg');}.et-db #et-boc .et-l .et-fb-modules-list ul>li.urm-registration-form:before{--wpr-bg-ad0535f9-9ab7-4877-80ef-d64730f6c023: url('https://towerpointwealth.com/wp-content/plugins/user-registration-pro/assets/images/blocks/registration-form.svg');}.et-db #et-boc .et-l .et-fb-modules-list ul>li.urm-login-form:before{--wpr-bg-048b9149-1abd-47ef-9409-efa4f19f0dd5: url('https://towerpointwealth.com/wp-content/plugins/user-registration-pro/assets/images/blocks/login-form.svg');}.et-db #et-boc .et-l .et-fb-modules-list ul>li.urm-myaccount:before{--wpr-bg-8df7b251-1208-458f-9871-659a49b945a6: url('https://towerpointwealth.com/wp-content/plugins/user-registration-pro/assets/images/blocks/my-account.svg');}.et-db #et-boc .et-l .et-fb-modules-list ul>li.urm-edit-profile:before{--wpr-bg-9114e277-5693-4709-9f02-169c93874bd0: url('https://towerpointwealth.com/wp-content/plugins/user-registration-pro/assets/images/blocks/edit-profile.svg');}.et-db #et-boc .et-l .et-fb-modules-list ul>li.urm-edit-password:before{--wpr-bg-0a3dca4a-e3c6-448e-85fb-5a958caae2cd: url('https://towerpointwealth.com/wp-content/plugins/user-registration-pro/assets/images/blocks/edit-password.svg');}.et-db #et-boc .et-l .et-fb-modules-list ul>li.urm-content-restriction:before{--wpr-bg-57b84b0d-8de3-4303-8311-3f4613fda885: url('https://towerpointwealth.com/wp-content/plugins/user-registration-pro/assets/images/blocks/content-restriction.svg');}.et-db #et-boc .et-l .et-fb-modules-list ul>li.urm-membership-groups:before{--wpr-bg-c1c418fe-40ba-4dba-a328-38cdcecb97e7: url('https://towerpointwealth.com/wp-content/plugins/user-registration-pro/assets/images/blocks/membership-groups.svg');}.et-db #et-boc .et-l .et-fb-modules-list ul>li.urm-membership-thank-you:before{--wpr-bg-e04386f6-42fd-40a1-8e34-ccf9772c3d00: url('https://towerpointwealth.com/wp-content/plugins/user-registration-pro/assets/images/blocks/thankyou.svg');}.et-db #et-boc .et-l .et-fb-modules-list ul>li.urm-popup:before{--wpr-bg-87b0340c-2cb5-4dff-be11-9ad036d48989: url('https://towerpointwealth.com/wp-content/plugins/user-registration-pro/assets/images/pro/blocks/popup.svg');}.et-db #et-boc .et-l .et-fb-modules-list ul>li.urm-download-pdf-button:before{--wpr-bg-e593ce4b-6db6-42e1-8f9b-ee8af38db557: url('https://towerpointwealth.com/wp-content/plugins/user-registration-pro/assets/images/pro/blocks/pdf.svg');}.et-db #et-boc .et-l .et-fb-modules-list ul>li.urm-frontend-listing:before{--wpr-bg-834ef4ba-8240-4c68-828a-cd7a1236106a: url('https://towerpointwealth.com/wp-content/plugins/user-registration-pro/assets/images/pro/blocks/frontend-listing.svg');}.et-db #et-boc .et-l .et-fb-modules-list ul>li.urm-view-profile-details:before{--wpr-bg-c9d6f45b-24b1-486e-bbf7-a9cfb5e6c52b: url('https://towerpointwealth.com/wp-content/plugins/user-registration-pro/assets/images/pro/blocks/view-profile-details.svg');}.widget select{--wpr-bg-681097c2-7c2b-4add-9df7-be5e1c835602: url('https://towerpointwealth.com/wp-content/themes/finwave/assets/images/select-arrow.svg');}.rt-testimonial-layout-3 .quote{--wpr-bg-e05ac14e-1c42-438c-b169-f758f7e60aa1: url('https://towerpointwealth.com/wp-content/themes/finwave/assets/images/element/quote-bg.svg');}.rll-youtube-player .play{--wpr-bg-2b7bcd5e-9ccb-4cf0-8441-b8f5246ac7e4: url('https://towerpointwealth.com/wp-content/plugins/wp-rocket/assets/img/youtube.png');}

About Us

Helping you remove the hassle of properly coordinating all of your financial affairs, so you can live a happier life and enjoy retirement.

Contact Info

Blog, Guides & Checklists

Trustee Responsibilities and Duties: What Every Trustee Needs to Know

by Towerpoint Wealth
March 27, 2026

Blog, Guides & Checklists

What’s the Difference Between Executor and Trustee?

by Towerpoint Wealth
February 6, 2026

Trustee Responsibilities and Duties: What Every Trustee Needs to Know

What’s the Difference Between Executor and Trustee?

Subscribe To Our Industry Newsletter

Spring 2026: Managing Client Assets Through Periods of Uncertainty

Trending Today Newsletter

College Savings Plan: How to Plan for College Without Sacrificing Retirement

Location

Explore

About Towerpoint

Services

Our Recent Posts

Subscribe To Our Industry Newsletter

Trending Today Newsletter

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Download File

Location

Explore

About Towerpoint

Services